RIDGELINE WEALTH LLC of MESA, AZ is an SEC-registered investment adviser (CRD 318258). Regulatory assets under management: $172.8M.
Compensation: % of AUM, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Caleb Will Huftalin | DIRECTOR OF WEALTH MANAGEMENT/CHIEF COMPLIANCE OFFICER | — |
| Stephen Daniel Hofmann | CO-OWNER/MANAGING MEMBER | — |
| HUFTALIN CALEB WILL | DIRECTOR OF WEALTH MANAGEMENT/CHIEF COMPLIANCE OFFICER | — |
| Hofmann Stephen Daniel | CO-OWNER/MANAGING MEMBER | — |